CrowdStrike Shares Are Trading Lower Wednesday: What's Going On?
CrowdStrike Shares Are Trading Lower Wednesday: What's Going On?
CrowdStrike Holdings Inc. (NASDAQ:CRWD) shares are falling Wednesday following the release of the company's third-quarter financial results and analyst changes.
crowdstrike控股公司（納斯達克：CRWD）的股價在公司發佈第三季度財務結果和分析師更改後周三下跌。
What To Know: CrowdStrike reported third-quarter revenue of $1.01 billion, beating the consensus estimate of $982.36 million and reflecting a 29% year-over-year increase. Adjusted earnings per share came in at 93 cents, beating the estimate of 81 cents.
要點：crowdstrike報告第三季度營業收入爲10.1億，超出市場共識預期的98236萬，較去年同期增長29%。調整後的每股收益爲93美分，高於預期的81美分。
The company's annual recurring revenue grew 27% year-over-year to $4.02 billion, with $153 million added in net new ARR during the quarter.
公司的年經常性收入同比增長27%，達到40.2億，在本季度新增的淨ARR爲15300萬。
Outlook: CrowdStrike issued guidance for the fourth quarter, projecting revenue between $1.029 billion and $1.035 billion, roughly in line with the consensus estimate of $1.03 billion. Adjusted earnings per share are expected to be between 84 cents and 86 cents, matching the 86 cents consensus estimate.
展望：crowdstrike發佈了第四季度的指引，預計營業收入將在10.29億到10.35億之間，基本符合市場共識預期的10.3億。調整後的每股收益預計將在84美分到86美分之間，與86美分的市場共識相符。
Guidance was roughly in-line with consensus estimates. For fiscal year 2025, CrowdStrike sees revenue in the range of $3.923 billion to $3.931 billion, slightly above estimates of $3.897 billion and sees adjusted EPS guidance to $3.74 to $3.76, above the $3.63 consensus.
指引大致符合市場共識預期。對於2025財年，crowdstrike預期營業收入在39.23億到39.31億之間，略高於38.97億的預期，並且調整後的每股收益指引在3.74到3.76之間，高於3.63的共識。
CEO George Kurtz emphasized the company's customer retention rate of over 97% and highlighted CrowdStrike's success in expanding relationships with clients impacted by a global IT outage earlier in the year.
首席執行官喬治·庫爾茨強調公司的客戶留存率超過97%，並強調crowdstrike在擴大與受到全球IT宕機事件影響的客戶關係方面的成功。
Analyst Reactions:
分析師反應：
HSBC downgraded the stock from Buy to Hold and set a price target of $347 following the report. Other analysts reactions to the report are as follows:
匯豐將該股評級從買入下調至持有，並在報告後設定價格目標爲347。其他分析師對該報告的反應如下：
- Needham: Maintained Buy rating and raised price target from $360 to $420.
- Rosenblatt: Maintained Buy rating with a price target of $385.
- Baird: Maintained Outperform rating and raised price target from $375 to $390.
- WestPark Capital: Reiterated Hold rating.
- B of A Securities: Maintained Buy rating and raised price target from $365 to $400.
- Susquehanna: Maintained Positive rating and raised price target from $310 to $400.
- BMO Capital: Maintained Outperform rating and raised price target from $315 to $380.
- Citigroup: Maintained Buy rating and raised price target from $300 to $400.
- Oppenheimer: Maintained Outperform rating and raised price target from $365 to $410.
- Piper Sandler: Maintained Overweight rating and raised price target from $290 to $375.
- RBC Capital: Maintained Outperform rating and lowered price target from $370 to $365.
- Wells Fargo: Maintained Overweight rating and raised price target from $350 to $400.
- Needham：維持買入評級，將目標價從360美元上調至420美元。
- Rosenblatt：維持買入評級，目標價爲385美元。
- Baird：維持跑贏大盤評級，將目標價從375美元上調至390美元。
- WestPark Capital：重申持有評級。
- 美銀證券：維持買入評級，將目標價從365美元上調至400美元。
- Susquehanna：維持積極評級，將目標價從310美元上調至400美元。
- BMO Capital：維持跑贏大盤評級，將目標價從315美元上調至380美元。
- 花旗集團：維持買入評級，將目標價從300美元上調至400美元。
- 奧ppenheimer：維持表現優於大盤評級，將目標價格從365美元上調至410美元。
- 派傑投資：維持超配評級，將目標價格從290美元上調至375美元。
- RBC資本：維持表現優於大盤評級，將目標價格從370美元下調至365美元。
- 富國銀行：維持超配評級，將目標價格從350美元上調至400美元。
CRWD Price Action: CrowdStrike shares were down 6.18% at $341.80 at the time of writing, according to Benzinga Pro.
CRWD價格走勢：根據Benzinga Pro的數據，撰寫時CrowdStrike股價下跌6.18%，至341.80美元。
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譯文內容由第三人軟體翻譯。
